AT TETRANT WE BELIEVE...

Your estate and financial plan starts with YOU - It is about what YOU want and what YOU need. Your plan will be built on 4 guiding principles and will make sure YOU can answer the 9 crucial issues that prohibit most people from achieving their planning goals. Are YOU ready to start? Great!

AT TETRANT WE BELIEVE...

There is beauty in simplicity - we also believe in making difficult concepts and decisions easier to manage and understand. Through our proprietary planning process every plan is customized to fit the owner's needs. The 4 guiding principles of the Tetrant model strive to help YOU and your plan become:

1. SUITABLY ORGANIZED- Your plan should be easy to navigate...
2. PROPERLY PROTECTED- Your plan should address as many relevant risks as possible...
3. APPROPRIATELY INVESTED- Your plan should address present and future financial needs...
4. LEGALLY BINDING- Your plan should be legally binding and ensure your wishes are carried out.

Does your plan do all of this?

AT TETRANT WE BELIEVE...

In order for an estate and financial plan to function optimally, it must address the following 9 crucial issues:

1. DEATH: Do you know exactly what would happen to your family if you didn't wake up tomorrow?
2. DISABILITY: Do you know exactly what would happen to your family if you became disabled, and could no longer work?
3. HEALTH: Do you have a plan for your current and future health care needs including health insurance, long-term care, and legal health directives?
4. LIABILITY: Are you sufficiently and properly covered by your home, auto, umbrella, etc. insurance policies in the event of a lawsuit?
5. EDUCATION: Who will you need to, or just want to help, educate? When? And do you know how much it will cost?
6. RETIREMENT: How and when do you see yourself retiring? What will you do, and what will it cost to do it - not just the day after you retire, but 10, 20, and even 30 years later?
7. SUPPORT: Might you need to contribute support to living parents, adult children, or grandchildren at some point? Have you made plans for your own care later in your own life?
8. TAXES: If your estate is subject to taxes, how will the bill be paid? If the kids must pay, might they be forced to sell something you really wouldn't want them to have to sell?
9. LEGACY: Do you want to positively intervene in the financial lives of your children and grand-children while you are still here, as legacies, or both? How do you plan to do it?

Overwhelmed yet? Don't worry, we help people everyday navigate their estate plans and put the right services and products in place to create the highest probability of success.

AT TETRANT WE OFFER...

At Tetrant we know planning can feel like a daunting task, so here is what we offer:

A chance to be heard ... By appointment, you are welcome to come in and sit with us for a while. We'll ask you briefly to outline your goals and then we'll review your current plan with you.

If we think your plan is well suited to your goals - we will tell you so, and send you on your way. If, on the other hand, we think something does not fit - we will explain why, in plain English. And, if you like, we will recommend some alternatives and solutions. Either way, you'll have the chance to review your plan with an expert and truly be heard.

One of the questions that comes up often is who do we work with? The following is a sampling of some of our clientele:

• Professionals: Dentists, doctors, attorneys, pilots, and more...
• Small Business: Owners, executives, key persons, and more...
• Beneficiaries: Recipients of proceeds from an estate including: life insurance proceeds, investments, real estate, business interests, etc...
• Retirees: Pre (ages: 45-65) and Current (ages: 65+).

Remember, we offer a no-obligation consultation, so even if you don't quite fit the list above, feel free to set up an appointment. Click below to schedule your FREE consultation - we look forward to meeting you soon!